First point of contact for clients, visitors and contractors.
Provide high levels of customer service.
General
Fabulous working environment, luxurious office space where you will work alongside the Manager to assist, support and help manage clients and visitors to this luxury serviced office.
The Client Services Associate role involves providing administrative support to financial advisers within a client services team, focusing on tasks such as generating reports, managing client communications, and preparing investment paperwork.
They offer telephone-based services to retail clients throughout the UK.
The client is a forward-thinking financial planning business based in the City of London.
Working on behalf of this financial services provider based on the outskirts of Colchester, I am seeking an experienced Client Services Administrator to deliver comprehensive support to the Financial Planner(s).
Do you enjoy a role with variety - that will see you communicating between clients and suppliers, supporting the Sales Managers, and owning administrative processes through to completion?
Are you based near to Maidstone - and looking to work for an established (and welcoming!)
You will assist the Client Services Team Leader to provide our services to our clients and also assist our agents in the field.
The primary purpose of the role is to deliver an excellent customer service and experience for both the Company and its customers by working in our Client Services team.
The role is located in our Romford office and involves working with a growing team that works across a range of working times to deliver the full range of services we provide.